Carta - Manage Your Equity 4+

Worked all kinds of financial apps and Carta really is the ticket. Informative, pointed direction, and everything makes sense. I don’t say this lightly, have no vested interest in company, but would love to hire this design and execution team. Bravo!

I’ve had to use this for my equity shares for 3-4 years. It worked much better and was much easier in the beginning. It has gotten steadily worse. You can’t reset password on mobil. You can sometimes use safari but not always. The information you get now is incredibly sparse. You get non-access messages all the time that you clearly have access to. I’m considering selling my shares just so I don’t ever need to deal with this terribly inefficient system. I’ve never written a review, good or bad. I don’t want to expand my digital footprint. Which brings me to the next point. I shouldn’t need to stand on my head, cough three times and spit nickels to not be tracked, or cookied. All of these San Fran, tech, silicone, companies are trying to fetch stuff I don’t want them to have. These companies are in an arms race to collect as much information and data as they can on us and we should all be concerned. But even if we aren’t. You should hope and pray that your next company isn’t mismanaged with this largely useless app.

I just set up my account including 2 factor authentication with the Authenticator app. I tried to download backup codes during that process, but they did not download and I was pushed to the next step. (QA issue.) There is no way to go back or download backup codes anymore, as confirmed by the Carta chat support agent. (Design issue.)

I have full access to my account currently because I have my phone with the Authenticator app set up, so why can’t I use my full access to download a mew set of backup codes? Other companies like Google allow you to generate new backup codes at any time.

Instead, Carta is asking that I pretend I don’t have access anymore and submit a request (photos of my face, government ID, and a hand-written note) to entirely reset my 2 factor authentication. All I want is to continue using my existing 2-FA but create new backup codes in case I ever lose or replace my phone/Authenticator app. Google allows that for their accounts and services.

Side note, if you chat with support, you cannot download the transcript at the end. You have to ask the agent to email it to you.